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CPT + Taxonomy Planning Question

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  • October 4, 2019 at 9:13 PM #16392
    NickNick
    Participant

    I'm trying to make sure I have everything planned correctly for the most user friendly experience with Themer.

    I have sales reps located in select cities, and those sales reps receive testimonials.

    Sales reps have a Themer template that shows their personal info (based on custom fields), current city, and displays testimonials.

    Here's what I'm thinking:
    Sales reps are a CPT.
    Cities should be a non-hierarchical taxonomy (tag) attached to Sales reps.

    The testimonials are where I'm not sure:
    Should testimonials be a CPT with a post relationship set up?
    Should testimonials be a CPT with a custom Post field that lists Sales reps?
    Should testimonials be set up completely differently than either of the two previous ideas?
    What set up is going to make it easiest for me to use Themer to display testimonials associated with the sales rep?

    Any suggestions are greatly appreciated, thanks!

    October 7, 2019 at 9:03 AM #16411
    Anh TranAnh Tran
    Keymaster

    Hi Nick,

    If testimonials are not dynamic, e.g. you don't change them too much, or you don't allow users to submit, then I think the fastest/easiest way is making testimonials a custom field (repeatable group) for sales reps CPT.

    If they're dynamic, then I think setting up testimonials as a CPT is the right way. You can setup a relationship for sales reps and testimonials or just a post field. Both ways work and have little difference other than performance when your data grows.

    Either way, you might want to write a shortcode to get the testimonials to enter in a text module in Themer. Or you can use Toolbox to do it.

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